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Q: EGLX an obvious disappointment. Are there other favoured e-sports, gaming streamers out there anywhere? Shifting my Comms allocation away from Cdn telcos to more positive prospects apart from GOOG and TMUS.
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Take-Two Interactive Software Inc. (TTWO)
- T-Mobile US Inc. (TMUS)
Q: Good morning, In the communications sector my only current holding is GOOG, which is a half position. I previously held BCE and T but sold them in recent months. Would you be comfortable topping up GOOG to a full (5%) position for growth over the next 3-5 years? Are there other companies in the communications sector you would recommend, US or Canada? Thanks!
- Amazon.com Inc. (AMZN)
- NVIDIA Corporation (NVDA)
- Take-Two Interactive Software Inc. (TTWO)
- Jacobs Solutions Inc. (J)
- Vertiv Holdings LLC Class A (VRT)
- Trane Technologies plc (TT)
- RTX Corporation (RTX)
- Palantir Technologies Inc. (PLTR)
- Applovin Corporation (APP)
- Sezzle Inc. (SEZL)
Q: Hello
I have a large cash position at 19% & would like to allocate 15% now through to Q2 2025.
What would 5is recommendations for Tech,, Comm Services, Industrials and "any misc."Momentum" plays Top 3 USA & CDA for each would be great.
*Assume 4+yr holds
I have a large cash position at 19% & would like to allocate 15% now through to Q2 2025.
What would 5is recommendations for Tech,, Comm Services, Industrials and "any misc."Momentum" plays Top 3 USA & CDA for each would be great.
*Assume 4+yr holds
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